Nonprofit · EIN 75-1226738
TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Also known as DALLAS
Tax-exempt · DALLAS, TX 75251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $617,732 | $555,222 | $62,510 | $3,225,113 | $913,774 | $2,311,339 |
| May 31, 2024 | 990 | $718,839 | $645,495 | $73,344 | $3,160,371 | $1,026,185 | $2,134,186 |
| May 31, 2023 | 990 | $642,645 | $650,830 | -$8,185 | $3,051,820 | $1,167,718 | $1,884,102 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $459,728
- Investment income
- $115,620
- Royalties
- $3,920
- Net gain from sales of assets
- $52,267
- Other revenue
- $42,384
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $4,500
- Salaries, compensation and benefits (total)
- $4,500
- Professional fundraising fees
- $0
- Accounting fees
- $13,381
- Occupancy
- $27,075
- Travel
- $79
Balance sheet and other
- Total assets, start of year
- $3,160,371
- Total assets, end of year
- $3,225,113
- Total liabilities, end of year
- $913,774
- Net assets, end of year
- $2,311,339
- Land, buildings and equipment
- $523,068
- Publicly traded securities
- $2,472,796
- Net assets without donor restrictions
- $2,311,339
- Gross unrelated business income
- $1,430
- Gross receipts
- $617,732
- Employees
- 0
- Volunteers
- 200
- Year formed
- 1967
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Hes | Treasurer-elect Trustee or director, Officer | 0.25 | $0 |
| MAX DUPLANT | Imm Past Pres Trustee or director | 0.25 | $0 |
| DONOVAN MILLER | President Trustee or director, Officer | 0.5 | $0 |
| ROBERT GOUDGE | IMM PAST TREAS Trustee or director | 0.25 | $0 |
| AARON BORDEN | Treasurer Trustee or director, Officer | 0.5 | $0 |
| ANGELA BANKS | Director Trustee or director | 0.25 | $0 |
| TAYLOR CANTON | Director Trustee or director | 0.25 | $0 |
| Kyle Ratliff | Director Trustee or director | 0.25 | $0 |
| FAVOR LEE | Director Trustee or director | 0.25 | $0 |
| ISREAL MILLER | President-elect Trustee or director, Officer | 0.5 | $0 |
| KYLE WAKELAND | Director Trustee or director | 0.25 | $0 |
| Austin Waugh | Director Trustee or director | 0.25 | $0 |
| RORI Shaw | Executive Dir. Officer | 20 | $0 |
990 for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET CAMPBELL-THRU 112023 | SEC & EX DIR Officer | 40 | $155,760 | $7,788 |
| MAX DUPLANT | President Trustee or director, Officer | 0.5 | $0 | $0 |
| DONOVAN MILLER | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| KENNY BROOM | IMM. PAST PRES. Trustee or director | 0.25 | $0 | $0 |
| ROBERT GOUDGE | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| AARON BORDEN | TREASURER-ELECT Trustee or director, Officer | 0.25 | $0 | $0 |
| ANGELA BANKS | Director Trustee or director | 0.25 | $0 | $0 |
| TAYLOR CANTON | Director Trustee or director | 0.25 | $0 | $0 |
| NEELY DUNCAN | Director Trustee or director | 0.25 | $0 | $0 |
| FAVOR LEE | Director Trustee or director | 0.25 | $0 | $0 |
| ISREAL MILLER | Director Trustee or director | 0.25 | $0 | $0 |
| KYLE WAKELAND | Director Trustee or director | 0.25 | $0 | $0 |
| RORI SHAW-FROM 12024 | Executive Dir. Officer | 40 | $0 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Margaret Campbell | Secretary & Exec Director Trustee or director, Officer | 40 | $165,000 | $29,927 |
| Angela Banks | Director Trustee or director | 1 | $0 | $0 |
| Brandon Booker | Director Trustee or director | 1 | $0 | $0 |
| Max Duplant | Chair-Elect Trustee or director, Officer | 1 | $0 | $0 |
| Chris Hes | Director Trustee or director, Officer | 1 | $0 | $0 |
| Kenny Broom | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Mitch Perry | Director Trustee or director | 1 | $0 | $0 |
| Robert Goudge | Director Trustee or director | 1 | $0 | $0 |
| Donovan Miller | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Neely Duncan | Director Trustee or director | 1 | $0 | $0 |
| Kyle Wakeland | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12400 COIT RD STE 750, DALLAS, TX 75251-2153
- Principal officer (990 for 2024)
- RORI SHAW
- Signed the 990
- Chris Hes, Treasurer
- Phone
- (972) 960-8311
- Website
- txcpadallas.cpa
- Return prepared by
- Sutton Frost Cary LLP
Mission
THE PURPOSE OF THE CHAPTER IS TO ELEVATE THE STANDARD OF PROFICIENCY, INTEGRITY AND CHARACTER OF THE PROFESSION; TO CULTIVATE PROFESSIONAL COOPERATION AND SOCIAL INTERACTION AMONG MEMBERS AND PROMOTE COOPERATION WITHIN TXCPA AND OTHER CPA ORGANIZATIONS. The chapter offers resources, education and professional development to assist our members' career growth. Our members are highly trained strategic advisors, civic leaders who are respected in their communities. They represent the best of our field, and we represent them as the elite business professionals they are.
Program accomplishments
- TXCPA Dallas is a trusted community of approximately 6,000 CPAs and finance professionals across North Texas. The chapter supports its members through high-quality education, professional development, and meaningful connectionsempowering them as strategic advisors, business leaders, and engaged members of their communities.
- Nearly 100 members actively serve on 14 committees, organized across key focus areas: Community Affairs, Continuing Professional Education, Membership, Political Action, and Financial Resources.
- Publication: Monthly newsletter offers new developments in the field of accountancy and taxation. Provides members with networking opportunities.
- Nearly 100 members actively serve on 14 committees, organized across key focus areas: Community Affairs, Continuing Professional Education, Membership, Political Action, and Financial Resources.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 75-1226738
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Group exemption
- 2503: TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- Assets (IRS master file)
- $3,225,113
- Income (IRS master file)
- $617,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $617,732 | $555,222 | $3,225,113 | XML |
| 990 | May 2024 | $718,839 | $645,495 | $3,160,371 | XML |
| 990 | May 2023 | $642,645 | $650,830 | $3,051,820 | XML |
| 990 | May 2022 | $809,014 | $682,683 | $2,416,831 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-1226738).
Questions about TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 75-1226738.
- Is TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
- Are donations to TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended May 31, 2025 names RORI SHAW.
- Who are the officers and directors of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended May 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $617,732, expenses of $555,222 and total assets of $3,225,113 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025